Unisciti ai leader fintech Adam Holt e Derek Notman mentre esplorano la consulenza finanziaria moderna. Aspettati nuove intuizioni, discussioni oneste e un pizzico di divertimento ribelle.
TradePMR's Product Vision for Advisors featuring Jon Patullo
S3 E70 • 32 mins • Jan 24, 2025
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Jan 24, 2025
TradePMR's Product Vision for Advisors featuring Jon Patullo
S3 E70 • 32 mins
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Dec 20, 2024
Organic growth, investors, and exits with Abby Salameh
S3 E69 • 32 mins
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Dec 9, 2024
Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
S3 E68 • 37 mins
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Oct 2, 2024
Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
S3 E67 • 54 mins
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Jul 10, 2024
Advice Mindset - Purpose and Principles featuring Breanna Blaney
S3 E66 • 40 mins
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